Our Top 10 Podcast Episodes – Growth Ideas for You!
What are TOP ADVISORS doing to increase client loyalty and acquire more ideal clients?
To celebrate our 100th podcast episode featuring Derrick Kinney, I’m sharing our Top 10 most downloaded shows of all time. All of the principles, strategies, and tactics are STILL RELEVANT.
Listen + Learn + Take Action = Tangible Results
#1
The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
Jay Baer and Bill dive into the critical role of speed and responsiveness in client service – and how mastering both helps financial advisors win and retain ideal clients.
https://referralcoach.com/ep-62-jay-baer/
#2
The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP
Erin Botsford joins Bill to discuss how you can turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment.
https://referralcoach.com/ep-31-the-secret-sauce-to-winning-high-net-worth-prospects/
#3
5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP
Bill sits down with Sandro Forte, CEO of Forte Financial Group, a financial planning firm in the U.K. to discuss using the right processes AND the right words to move prospects into clients.
https://referralcoach.com/ep-32-5-brilliant-steps-to-an-effective-client-acquisition-process-with-sandro-forte/
#4
How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
Bill teams up with Deirdre Van Nest to explore how crafting your Personal Brand Story can help you stand out, win more clients, and naturally generate referrals.
https://referralcoach.com/ep-25-personal-brand-story-attract-new-clients/
#5
Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.
Warren Brooks and Terry Parham join Bill in this episode to share how they attract a steady stream of referrals – no asking required. Their formula: strong relationships, personal connection, and consistent follow-through.
https://referralcoach.com/ep-40-warren-brooks-and-terry-parham-jr/
#6
How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP
In this discussion, Bill teams up with Ivory Johnson, CFP®, ChFC, to unpack strategies for attracting younger clients. They cover how to adjust your approach to better connect with Millennials and how doing so can drive long-term growth for your business.
https://referralcoach.com/ep-26-how-to-target-millennials-as-financial-advisory-clients/
#7
Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
Bill chats with Bryan Sweet CLU®, ChFC® about his proven The 90 Day Dazzle program for client onboarding. Bryan explains how implementing this program has drastically increased his referrals earlier in his new-client relationships.
https://referralcoach.com/episode-5-90-day-dazzle-client-onboarding/
#8
Build a Successful Business Operating By Referral Only with Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®
In this conversation, Bill talks with Diana DeFrate CFP®, CLU® and Katriina Paavola, CFP®, founder at DeFrate & Paavola, LLC. They reveal how their successful business operates by referral only, sharing how they do so WITHOUT asking for referrals.
https://referralcoach.com/episode-7-by-referral-only-business/
#9
Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience with Rod Gibbings, CFP®
Bill connects with Rod Gibbings CFP®, to explore how he uses his proprietary Transition Navigator new client onboarding process to deliver a wow experience. Rod also shares how he produces a regular flow of video messages to boost client engagement, gain new clients, and acquire more assets to manage.
https://referralcoach.com/episode-16-financial-advisor-new-client-onboarding-process/
#10
The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE
In this episode, Bill welcomes Barry Banther, CMC, CSP, CPAE, a seasoned family business advisor with over 30 years of experience helping families navigate the complexities of wealth transfer. Barry shares powerful stories and real-world examples that highlight how advisors can successfully guide clients through the transfer of wealth, business, and core values across generations.
https://referralcoach.com/ep-88-barry-banther/
BONUS – HONORABLE MENTIONS
Some of our more recent shows haven’t been out long enough to catch up with these slightly older shows. Two “honorable mentions” from the more recent shows are that are destined to get a ton more downloads are:
Honorable Mention #1
What Actually Works for Advisors with Michael Kitces
Michael Kitces – industry thought leader and Chief Financial Planning Nerd at Kitces.com – joins Bill Cates to share the strategies and mindsets that truly move the needle for financial advisors.
https://referralcoach.com/ep-98-michael-kitces/
Honorable Mention #2
From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle
Bill welcomes David DeCelle, CEO of Model FA, who’s on a mission to help financial advisors reconnect with the joy and purpose behind their work. David offers fresh strategies for scaling your business while keeping passion, enthusiasm, and fulfillment at the center.
https://referralcoach.com/ep-94-david-decelle/
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